Every material Form 8-K Hubbell Incorporated filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Hubbell reported third-quarter 2026 net sales of $1.87 billion, up 25% from $1.50 billion a year earlier, with organic growth of 11% and acquisitions adding 13%. The company raised its full-year 2026 adjusted diluted EPS outlook to $20.40-$20.60, while its GAAP diluted EPS range is $17.30-$17.50. Interest expense, net rose to $58.0 million in the quarter from $13.6 million a year earlier.
Q3 diluted EPS was $4.94, up from $4.77; adjusted diluted EPS was $5.91, up 14% year over year
Q3 operating margin was 21.8%, compared with 22.0% a year earlier; adjusted operating margin was 25.5%, up 160 basis points
Full-year 2026 GAAP diluted EPS expected at $17.30-$17.50; adjusted diluted EPS raised to $20.40-$20.60
Q3 free cash flow was $280 million, versus $254 million in the prior-year quarter
Hubbell reported second-quarter 2026 net sales of $1,711.8 million, up from $1,484.3 million a year earlier, with adjusted diluted EPS of $5.52, up 12%. GAAP diluted EPS was $4.52, down from $4.56, and the company raised its full-year 2026 adjusted diluted EPS range to $20.25 to $20.55 while setting its GAAP diluted EPS range at $17.25 to $17.55. The results include the acquisition of NSI Industries for approximately $3.0 billion, funded with debt.
Q2 2026 net sales rose 15% to $1,711.8 million; organic net sales grew 10%, and acquisitions added 5%.
Q2 diluted EPS was $4.52 versus $4.56 a year earlier; adjusted diluted EPS was $5.52.
Q2 operating margin was 20.4% versus 22.7% a year earlier; adjusted operating margin was 23.9%, down 50 basis points.
Full-year 2026 adjusted diluted EPS guidance was raised to $20.25 to $20.55; GAAP diluted EPS guidance is $17.25 to $17.55.
Hubbell agreed on June 2, 2026 to sell $1.9 billion of senior notes due 2031, 2033 and 2036, and the notes were issued on June 8, 2026. Hubbell expects to use the net proceeds of about $1,869.6 million, with cash on hand and other borrowings, to fund part of its previously announced acquisition of NSI Industries and to repay NSI debt. If the NSI acquisition is not completed by the deadline in the filing, Hubbell must redeem the notes at 101% of principal, so the debt is tied to that deal closing.
$500 million of 4.650% notes due June 15, 2031; $700 million of 4.900% notes due June 15, 2033; and $700 million of 5.150% notes due June 15, 2036
Net proceeds of approximately $1,869.6 million after underwriting discount and estimated offering expenses
Proceeds intended to fund part of the NSI Acquisition, repay NSI Industries indebtedness and pay related fees and expenses
If the NSI Acquisition is not consummated by the date five business days after the later of May 1, 2027 or any agreed later Outside Date, Hubbell must redeem the notes at 101% of principal plus accrued interest
Hubbell entered a Term Loan Agreement on May 15, 2026, allowing it to borrow up to $900 million on an unsecured basis. The proceeds are to finance the NSI Acquisition, repay certain existing NSI debt, and cover related fees and expenses. The loan adds debt for shareholders to weigh, and funding depends on the NSI Acquisition closing.
Borrowing capacity of up to $900 million, available in a single draw on the NSI Acquisition closing date
Loans are due on the third anniversary of the borrowing date and bear interest at Alternate Base Rate or Term SOFR plus a margin based on Hubbell's credit ratings
Financial covenant requires total indebtedness to total capitalization of no more than 65% at each fiscal quarter-end
Default triggers include other debt acceleration above $100 million and a change of control of Hubbell
On May 1, 2026, Hubbell agreed to acquire NSI Industries, a maker of electrical fittings, connectors and wire management products, for $3.0 billion in cash, subject to customary adjustments. Hubbell plans to fund the deal with cash on hand and debt, and the closing depends on regulatory clearance and other conditions. For shareholders, the deal is large relative to Hubbell's $5.8 billion of 2025 revenue, and the company expects it to be accretive to adjusted EPS in 2026.
Purchase price is $3.0 billion in cash, which the press release says represents about 15.5 times NSI's anticipated 2026 EBITDA.
NSI anticipates 2026 revenue of approximately $570 million; Hubbell expects the acquisition to be accretive to adjusted EPS in 2026.
Commitment letter dated May 1, 2026 with JPMorgan Chase, Bank of America and HSBC provides up to $2.8 billion of senior unsecured bridge loans.
Hubbell would pay a $150 million termination fee if the deal ends for failure to obtain antitrust approvals; the closing cannot occur before May 31, 2026 without Hubbell's consent.
Hubbell reported first-quarter 2026 net sales of $1.5 billion, up 11% from a year earlier, and GAAP diluted EPS of $3.41, up 13% from $3.03. The company raised its full-year 2026 diluted EPS range to $17.45 to $18.00 and its adjusted diluted EPS range to $19.30 to $19.85, which matters to shareholders because it lifts the company's expected earnings for the year.
Q1 2026 net sales were $1,516.7 million, up from $1,365.2 million; organic sales grew 8.2%.
Q1 2026 GAAP diluted EPS was $3.41 versus $3.03; adjusted diluted EPS was $3.93 versus $3.38, up 16%.
Q1 2026 operating income was $263.8 million versus $230.4 million, and the operating margin was 17.4%.
Full-year 2026 GAAP diluted EPS guidance was raised to $17.45 to $18.00; adjusted diluted EPS guidance is $19.30 to $19.85.
Hubbell reported fourth-quarter 2025 net sales of $1.5 billion, up 12% from a year earlier, and diluted EPS of $4.19 versus $3.66. For full-year 2025, diluted EPS was $16.54 versus $14.39, and the company expects 2026 GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85.
Q4 2025 net sales were $1,492.7 million, up from $1,334.3 million; organic growth was 9%
Q4 2025 diluted EPS was $4.19 versus $3.66; adjusted diluted EPS was $4.73, up 15%
FY 2025 diluted EPS was $16.54 versus $14.39; adjusted diluted EPS was $18.21, up 10%
2026 outlook: total sales growth of 7-9% and GAAP diluted EPS of $17.30 to $18.00
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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